Joined Northern Trust
- Bachelor of Science from Illinois State University
- Completed Cannon Financial Institute’s Personal Trust I
- II & III
- and Corporate Trust I
- Certified Trust and Fiduciary Advisor (CTFA)
He is the Senior Client Advisor of the Rocky Mountain Region for Northern Trust, leading the team responsible for coordinating account administration of complex trust and custody client relationships. As a client relationship manager, he is also the main point of contact for clients.
From 1999 to 2007 he served as a Vice President at The Northern Trust Company, Chicago, where he was a Lead Relationship Manager in the Global Family Office Group. He worked with a select number of UHNW families and family offices to deliver and oversee a broad range of investment advisory, investment management, custody, banking, fiduciary and tax services.
Prior to joining Northern Trust, he worked for the American National Bank and Trust Company of Chicago from 1995-1999. He served in the Corporate Trust Division as a Lead Relationship Manager for a varied portfolio of municipal bond indenture trusteeships and as a Trust Officer in the Institutional Custody Group.
He is a past board trustee of the Colorado Symphony Orchestra. Past president and board member of the Rocky Mountain Estate Planning Council. He is a graduate of the 2009 Downtown Denver Partnership's (DDP) Leadership Program. Additionally, he founded a 501(c)(3) educational non-profit in 2007 to train individuals on advanced and inclement weather driving and runs schools throughout the country.